FinBox: Where Fintech Meets Fun!

Welcome to FinBox, the buzzing hive of tech innovation and creativity! Since our inception in 2017, FinBox has built some of the most advanced technologies in the financial services space that help lenders like Banks, NBFCs and large enterprises build and launch credit products within a matter of days, not months or years. FinBox is a Series B funded company which is expanding globally with offices in India, Vietnam, Indonesia and Philippines.

Our vision is to build the best-in-class infrastructure for lending products and help Banks & Financial Services companies across the world scale and launch credit programs that set a new standard in the era of digital finance. So far, we've helped our customers disburse Billions of Dollars in credit across unsecured and secured credit including personal loans, working capital loans, business loans, mortgage and education loans. FinBox solutions are already being used by over 100+ companies to deliver credit to over 5 million customers every month.

Why Should You Be a FinBoxer

Innovative Environment: At FinBox, we foster a culture of creativity and experimentation, encouraging our team to push the boundaries of what's possible in fintech.
Impactful Work: Your contributions will directly impact the lives of millions, helping to provide fair and accessible credit to individuals and businesses alike.
Growth Opportunities: We are a Series B funded startup and have ample opportunities for growth, professional development and career advancement.
Collaborative Culture: Join a diverse and inclusive team of experts who are passionate about making a difference and supporting one another.

Who's a Great FinBoxer:

At FinBox, we're on the lookout for exceptional folks who are all about innovation and impact. If you're excited to shake things up in the banking & financial services world, keep reading!

Creative Thinkers: If your brain is always bubbling with out-of-the-box ideas and wild solutions, you're our kind of person. We love disruptors who challenge the norm and bring fresh perspectives to the table.

Customer Heroes: Our customers are our champions, and we need heroes who can understand their needs, deliver magical experiences, and go above and beyond to keep them happy.

Team Players: We believe in the power of we. If you thrive in a collaborative environment, value different viewpoints, and enjoy being part of a spirited, supportive team, you'll fit right in.

About The Role

At FinBox, we are looking for a Senior Customer Success Manager who will act as a strategic partner to our clients, ensuring seamless implementation, strong adoption, and long-term success with our products.

This role sits at the intersection of customer success, implementation, and product, requiring a strong blend of technical expertise, client management, and problem-solving skills. You will own end-to-end customer engagement—from onboarding and implementation to ongoing support, escalations, and product feedback.

We are specifically looking for someone who can lead from the front, handle complex client conversations, and drive outcomes independently.

Key Responsibilities

Customer Ownership & Success
Act as the primary point of contact for our customers, managing relationships end-to-end.
Drive successful onboarding and implementation, ensuring timely go-lives.
Own and manage client communications, including handling escalations and critical issues.
Implementation & Technical Enablement
Lead solutioning discussions and guide clients through integration and implementation workflows.
Work closely with engineering teams to troubleshoot issues and ensure smooth deployments.
Review integrations, debug issues, and provide hands-on support using tools like APIs, logs, and queries.
Product Expertise & Demos
Deliver product demos and walkthroughs tailored to client use cases.
Act as a product expert, confidently handling deep technical and functional queries.
Translate customer needs into clear product requirements and feedback for internal teams.
Ticketing & Issue Resolution
Own and manage customer tickets, ensuring quick turnaround and high-quality resolutions.
Build structured processes for tracking, prioritizing, and resolving issues.
Cross-functional Collaboration
Work closely with Product, Engineering, and Sales teams to improve customer experience.
Provide actionable insights to product teams based on customer feedback and usage patterns.
Leadership & Ownership
Set benchmarks and best practices.
Bring structure to processes and improve customer success playbooks.

Requirements

6+ years of experience in Customer Success, Implementation, Solutions Engineering, or similar roles in B2B SaaS/Fintech.
Prior experience with similar fintech/data platforms is highly preferred.
Strong understanding of APIs, SDK integrations, and system workflows.
Working knowledge of tools like Postman, SQL, logs debugging, and API testing.
Ability to handle complex client conversations and escalations with confidence.
Experience in delivering product demos and technical walkthroughs.
Strong problem-solving mindset with a bias for ownership and execution.
Excellent communication and stakeholder management skills.

Good to Have

Exposure to lending, bank statement analysis, underwriting, or financial data systems.
Experience working with enterprise clients or high-growth startups.
Ability to influence product roadmap through structured feedback.